What Our Clients Say

“When you trust your finances to one organisation for over 20 years, they must be doing something right. And over that period, personal finance seems to have become more complex, my personal life has followed suit and I as get older, getting the right advice has become even more important. That’s why it’s just what I need to feel assured and confident that my own financial affairs are in good hands.
BLM has supported me and navigated me through pensions, savings and mortgages over that period; always on-hand, always responsive and always driven exclusively by my best interests. Best of all, they manage to explain it to me in words I can understand!”
Mr E from Cheshire, CEO of major UK organisation

“I used BLM to advise, select and help me set up a Long Term Care Plan for my mother who had recently moved into a Care home. Throughout the process I found them to be a pleasure to work with. Stephen, who I dealt with, offered clear solutions to our issue and was really prepared to go the ‘extra mile’ in ensuring that once selected the plan was set up in a timely manner. I was also impressed with the way the charging mechanism was openly explained, up front and I felt that the final charge was very good value for the work undertaken. As a satisfied customer I would whole heartedly recommend BLM.”
Mr B from Leeds, IT Client Manager

“Who to turn to after the loss of one’s husband who had made all financial decisions was not an easy matter.
I talked to a couple of building society advisers but thought that their advice might be coloured by connection with insurance companies.
A national broker sent a rep to talk to me but I was uncomfortable with the remoteness of the organisation.
Then my solicitor suggested I speak to BLM. I straightaway knew I had found what I was looking for: a friendly, professional firm who took the trouble to find out my attitude to risk and my long term plans. At no time was I made to feel embarrassed by my ignorance of the world of investment, everything was patiently explained to me (sometimes twice).
This has removed a weight from my shoulders and left me feeling confident that I have the independent financial advisers I was seeking.”
Mrs C from Leeds, Retired

“My wife and I have received financial and investment advice from BLM over many years. The advice given by David Needham has always been well researched, well informed and well presented. This was especially the case in both of our approaches to retirement where the advice offered has proved to be particularly beneficial given the circumstances at the time and the changes in the financial climate since. We both are of the opinion that deciding to use the services of BLM in the first instance has proved to be one of the best investment decisions we made”
Mr S from Leeds, Retired

“Six years ago I sought advice regarding pension consolidation. I felt overwhelmed with the task of understanding this new area and the impact it would have on my future.

My IFA was very approachable and skilled at prioritising the key points for my understanding. Gradually, I learned a background of financial information which has equipped me to ask questions and make decisions.

My experience with BLM is very positive. I am totally confident of the decisions made with the IFA. They have a holistic understanding of my financial situation which reassures me when looking ahead to the next stage of my financial planning.”
Miss M, Leeds, Physiotherapist

“We have been clients of BLM for many years.
During that time we have utilized the services of BLM to obtain several mortgages, investments and other financial products.
Throughout this time we have felt fully confident that we are being offered the very best independent advice for our particular needs and that the whole process is expertly and professionally completed within agreed time scales.
We’ve invariably always conducted our business with Stephen Sale who is able to explain financial matters and our options in an easily understood format, which enables us to make the right decisions.
Stephen always makes you feel at ease and provides a service that is tailored to your individual circumstances. His friendly, honest and professional approach is refreshing, as Stephen’s primary concern is delivering us the best advice.
We’ve had no hesitation over the years in recommending Stephen and his colleagues to friends and family to assist with their financial requirements, and will continue to do so.”
Mr & Mrs T, Leeds, Police Officer & School Teacher